Penmore | HollisWealth logos

Stop Being a Number. Be One of the Family.

We care for your health, wealth and security needs with a partner-led, hands-on approach.

Stop Being a Number. Be One of the Family.

We care for your health, wealth and security needs with a partner-led, hands-on approach.

Stop Being a Number. Be One of the Family.

We care for your health, wealth and security needs with a partner-led, hands-on approach.

Stop Being a Number. Be One of the Family.

We care for your health, wealth and security needs with a partner-led, hands-on approach.

Experience the dedicated and personal care of a boutique

financial services firm with full service capabilities

 

Penmore is a boutique financial services firm with full service capabilities. Operating with three guiding principles of Integrity, Planning and Results, Penmore uses its expertise and experience to create custom solutions that fit your individual and corporate needs. We know you choose a financial services partner based on more than industry qualifications. You are looking for a great fit. You want a partner that is there when you call, a partner that will get to know you now and into the future. You want the same senior team member working with you over the long run. Penmore is that fit. We provide that ‘White Glove Service’ you expect because you come first. Penmore is committed to providing personal and quality service – you are more than a number, you are family.

Leadership Team

John G. Davidson

Founding Partner, Financial Advisor & Insurance Advisor

905-669-5577 ext 222

Joe Moretto

Founding Partner, Financial Advisor & Insurance Advisor

905-669-5577 ext 223

Lio Spagnuolo

Managing Partner, COO

905-669-5577 ext 224

Roland Orban

Investment Advisor

905-669-5577 ext 230

  • Steven Stein, MHS Inc.

    “Joe and his team are key members of our team of professional advisors. They provide ongoing support in managing our estate planning process, including discussions around “the next generation”, in a seamless fashion.  Penmore helped us organize and implement life insurance strategies that will fund estate taxes in an efficient manner.”

  • Chuck Young, Hela Spice Canada Inc.

    “Penmore always answers quickly and are very responsive to the needs of our employees. They have gone above and beyond to ensure everything is taken care of in difficult times.”

  • Bill Nixon, Turner & Porter Funeral Directors Ltd.

    “Bill Zolis was instrumental in reducing the cost of our program, and developing the cost containment we needed to support our employees. His hands-on negotiating with the carriers got us the program we needed, and his day to day management makes sure we are getting the service we deserve.”

  • Lucie Gagnon, MCAN Mortgage

    “Penmore goes above and beyond looking after our employees, helping to solve problems with benefits providers. They provide that extra effort, you know they are there, and that gives me comfort knowing the employees are in good hands.”

  • Christine Barwell, Alamos Gold

    “We have worked with Penmore for 6 years. They are very responsive, and fully involved in implementation and issue management. We have a very lean team, and we rely on them to bring expert knowledge and context to our Benefits, Retirement, International, and Executive programs.”

  • Danny London, SAI

    “Because Penmore know the people in our business, and how we think, they really understand our business requirements. Rather than needing to be managed, they act like a partner in our success.”

  • Robert Assal, Toshiba

    “Toshiba relies on Penmore to be an extension of the HR department. As specialists in benefits and pensions, we count on them to monitor our metrics and performance. Lio and his team are always accessible and responsive, and have been instrumental in the success of the program for our employees.”

  • Shaun McKaigue, Fer-Pal

    “Penmore supplies Benefits programs for our company, provides great advice on insurance, and even helped us bring a compensation program for high performing individuals. Their high quality, professional service and timely advice means we don’t have to waste time; they help tremendously with HR at Fer-Pal.”

It’s All About the Experience

How to make sure every client encounter ends with a “Wow! That was great!” By Bill Zolis You and your friends go to a nice restaurant, you have a glass of wine, your favourite dish from the menu and maybe a special dessert. You’re there for two hours, you have a...

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What Happened When I Lost My Phone

I thought cell phone dependency was a cliché – until I lost mine far from home “What number can I reach you at if anything turns up?” the lady at the front desk of the hotel asked me, smiling brightly. Well, uh… that’s kind of the problem here, I thought. It was my...

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Mitigating risk for employees on the road

Sophisticated insurance plans offer robust coverage and focus on compliance. For many industries, global travel for work is no longer a rarity. And employees who travel for work without proper insurance coverage leave themselves and their employers vulnerable to paying high out-of pocket costs if they fall ill or are involved in an accident.

This also presents a legal risk to employers that have a duty of care to a globally mobile workforce.

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Are you ready to join Penmore’s family?
Stop being just another number and contact us today